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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,187 | $57,541+214.9% | $95,740+89.2% | $75,173+141.0% |
| Participation rate | 98.0% | 62.5%+35.4pp | 72.3%+25.7pp | 67.2%+30.8pp |
| Annual return | 3.07% | 34.93%-31.9pp | 28.41%-25.3pp | 160.72%-157.6pp |
| Employer contribution / active EE | $1,514 | $1,808-16.3% | $2,836-46.6% | $2,671-43.3% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,676-100.0% | $5,651-100.0% |